LIA

LS Investment Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$2.57M
3
+$1.42M
4
ECL icon
Ecolab
ECL
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.16M

Top Sells

1
+$6.32M
2
+$2.98M
3
+$1.54M
4
ARG
Airgas Inc
ARG
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$941K

Sector Composition

1 Healthcare 15.51%
2 Financials 14.62%
3 Technology 12.94%
4 Industrials 11.42%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$37K ﹤0.01%
973
1277
$37K ﹤0.01%
1,899
1278
$37K ﹤0.01%
961
+48
1279
$37K ﹤0.01%
2,062
+95
1280
$37K ﹤0.01%
623
1281
$37K ﹤0.01%
460
1282
$37K ﹤0.01%
915
1283
$37K ﹤0.01%
1,417
1284
$37K ﹤0.01%
2,037
1285
$37K ﹤0.01%
464
1286
$37K ﹤0.01%
913
1287
$36K ﹤0.01%
1,552
+68
1288
$36K ﹤0.01%
1,245
1289
$36K ﹤0.01%
1,273
1290
$36K ﹤0.01%
959
+52
1291
$36K ﹤0.01%
559
1292
$36K ﹤0.01%
1,433
+107
1293
$35K ﹤0.01%
1,740
+45
1294
$35K ﹤0.01%
469
1295
$35K ﹤0.01%
2,004
+73
1296
$35K ﹤0.01%
1,971
+169
1297
$35K ﹤0.01%
2,890
1298
$35K ﹤0.01%
518
+25
1299
$35K ﹤0.01%
1,761
1300
$35K ﹤0.01%
1,942
+102
50 51
52
53 54